DON vs UTG
Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and Reaves Utility Income Fund (UTG, ETF).
5-Year PerformanceUTG has outperformed DON, delivering a return of +12.3% compared to +8.8%
DON vs UTG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DON vs UTG - Historical Returns
Returns include dividend reinvestment.
DON vs UTG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | DON | UTG |
|---|---|---|
| 2026 | +8.14% | +17.30% |
| 2025 | +4.48% | +22.37% |
| 2024 | +14.03% | +26.78% |
| 2023 | +14.73% | +1.15% |
| 2022 | -5.08% | -13.56% |
| 2021 | +31.98% | +14.73% |
| 2020 | -5.03% | -5.97% |
| 2019 | +23.20% | +34.02% |
| 2018 | -8.81% | +2.33% |
| 2017 | +18.45% | +5.13% |
| 2016 | +27.97% | +29.83% |
| 2015 | +4.60% | -13.69% |
| 2014 | +22.82% | +40.00% |
| 2013 | +36.88% | +10.23% |
| 2012 | +22.07% | +1.80% |
| 2011 | +9.11% | +24.05% |
| 2010 | +28.22% | +25.45% |
| 2009 | +39.02% | +62.35% |
| 2008 | -25.07% | -48.44% |
| 2007 | -0.60% | +13.55% |
| 2006 | +17.83% | +32.40% |
| 2005 | N/A | +3.71% |
| 2004 | N/A | +5.34% |
DON vs UTG Drawdown Comparison
The maximum drawdown for DON was -56.45%, occurring on Mar 9, 2009. Recovery took 698 trading sessions.
The maximum drawdown for UTG was -67.57%, occurring on Mar 9, 2009. Recovery took 637 trading sessions.
The current DON drawdown is -1.29%. The current UTG drawdown is -1.80%.
| Rank | DON | UTG |
|---|---|---|
| #1 | -56.45% Jun 4, 2007 - Mar 11, 2010 | -67.57% Jan 11, 2008 - Jul 23, 2010 |
| #2 | -46.79% Jan 16, 2020 - Feb 8, 2021 | -47.96% Feb 12, 2020 - Sep 2, 2021 |
| #3 | -21.46% Nov 25, 2024 - Jan 15, 2026 | -26.50% Apr 20, 2022 - Aug 15, 2024 |
| #4 | -21.10% Jul 7, 2011 - Jan 19, 2012 | -22.57% Feb 3, 2015 - May 4, 2016 |
| #5 | -19.20% Aug 29, 2018 - Jul 24, 2019 | -22.28% Aug 24, 2017 - Mar 18, 2019 |
| #6 | -15.72% Apr 20, 2022 - Jan 31, 2023 | -21.31% Jul 25, 2011 - Sep 20, 2011 |
| #7 | -14.06% Apr 26, 2010 - Oct 5, 2010 | -20.03% Mar 17, 2004 - Dec 22, 2004 |
| #8 | -13.97% Feb 2, 2023 - Dec 13, 2023 | -15.92% Jul 3, 2012 - Mar 13, 2013 |
| #9 | -10.20% Dec 1, 2015 - Mar 2, 2016 | -15.24% May 21, 2007 - Oct 31, 2007 |
| #10 | -9.66% Apr 24, 2015 - Nov 2, 2015 | -14.94% Nov 27, 2024 - May 15, 2025 |
| #11 | -9.16% Jan 26, 2018 - Jun 12, 2018 | -14.87% Sep 7, 2005 - Jul 25, 2006 |
| #12 | -9.09% May 1, 2012 - Jul 3, 2012 | -13.51% May 17, 2013 - Feb 11, 2014 |
| #13 | -9.05% Feb 11, 2026 - Jun 11, 2026 | -11.66% Jul 11, 2016 - Dec 27, 2016 |
| #14 | -8.08% Sep 5, 2014 - Oct 31, 2014 | -11.57% Oct 15, 2025 - Feb 17, 2026 |
| #15 | -7.98% Jun 8, 2021 - Oct 15, 2021 | -11.30% Sep 3, 2021 - Apr 20, 2022 |
Correlation
Correlation between DON and UTG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
DON vs UTG dividend yield comparison.
| Year | DON | UTG |
|---|---|---|
| 2026 | 0.73% | 2.36% |
| 2025 | 2.53% | 6.42% |
| 2024 | 2.27% | 7.19% |
| 2023 | 2.41% | 8.53% |
| 2022 | 2.71% | 8.07% |
| 2021 | 2.12% | 6.35% |
| 2020 | 2.77% | 6.59% |
| 2019 | 2.38% | 5.69% |
| 2018 | 2.55% | 6.86% |
| 2017 | 5.80% | 6.21% |
| 2016 | 7.43% | 9.02% |
| 2015 | 8.66% | 6.99% |
| 2014 | 7.67% | 5.18% |
| 2013 | 6.82% | 6.44% |
| 2012 | 10.87% | 6.54% |
| 2011 | 7.30% | 6.85% |
| 2010 | 8.49% | 6.52% |
| 2009 | 8.17% | 8.23% |
| 2008 | 16.84% | 14.36% |
| 2007 | 9.10% | 8.54% |
| 2006 | 3.91% | 5.78% |
| 2005 | 0.00% | 8.09% |
| 2004 | 0.00% | 5.15% |
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